Client Relationship Manager

3 weeks ago

Pune, Maharashtra, India ZeepleWork Full time
Job Designation: Relationship Manager (Investment and Wealth Management)

Total years of experience: 1 to 3 Years

Job Location: Kharadi, Pune (Should be ready to travel for work)

Education Qualification: B.Com / M.Com / MBA

Work Schedule: 10 AM to 7 PM IST. Weekly Holiday on Tuesdays of every week. Saturday and Sunday will be working.

Skills Required

- Understanding of Mutual Funds: Should have a strong conceptual understanding of mutual fund products and their suitability for different customer needs.
- NISM-Series V-B Certified: Possession of the NISM Mutual Fund Distributors certification (Series V-B) is mandatory.
- Growth Mindset: Must be eager to learn, improve continuously, and take initiative to deliver better results.
- Efficient Follow-up Skills: Should be proactive in tracking and following up with leads, clients, and stakeholders to ensure timely responses and closures.
- Effective Communication: Must be able to communicate clearly and confidently with clients. A decent command of spoken and written English is essential.
- Basic Computer Literacy: Should be comfortable using basic office software for tasks such as documentation, CRM tools, and communication.
- Attention to Detail: Accuracy in maintaining client data, compliance records, and reporting is critical.
- Understanding of Financial Documents: Basic knowledge of documentation, taxation, and invoice processing is beneficial.
- Organizational Skills: Ability to manage a portfolio of clients, prioritize work, and meet deadlines efficiently.
- Professional Attitude: Should be reliable, presentable, and client-focused, with a commitment to the organization's code of conduct and service commitment.

Role Description

The Relation Manager will be responsible for building and maintaining strong client relationships and ensuring a high level of customer satisfaction. Key responsibilities include:

- Onboarding new clients and guiding them through investment processes
- Providing advisory support on mutual fund products based on client profiles
- Following up with leads and ensuring timely communication and closures
- Ensuring compliance with regulatory requirements and documentation standards
- Coordinating with the operations team for account setup, KYC, and transaction processing
- Maintaining accurate records of client interactions and investment history
- Assisting in client reviews and periodic reporting on portfolio performance
- Staying updated on market trends, regulatory changes, and mutual fund product developments

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